XSPI vs GEND overlap
XSPI and GEND overlap 8.1% by weight, across 30 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XSPI | GEND | Overlap |
|---|---|---|---|
| JPMorgan ChaseJPM | 1.33% | 4.03% | 1.33% |
| Johnson&JohnsonJNJ | 0.93% | 2.57% | 0.93% |
| Cisco SystemsCSCO | 0.69% | 1.99% | 0.69% |
| Abbvie Inc.ABBV | 0.67% | 2.72% | 0.67% |
| Home Depot Inc.HD | 0.52% | 1.56% | 0.52% |
| Merck & CoMRK | 0.48% | 3.61% | 0.48% |
| Chevron Corp.CVX | 0.47% | 3.78% | 0.47% |
| Pepsico Inc.PEP | 0.28% | 3.02% | 0.28% |
| Gilead SciencesGILD | 0.24% | 2.39% | 0.24% |
| At&T Inc.T | 0.23% | 2.74% | 0.23% |
| CVS Health Corp.CVS | 0.20% | 4.47% | 0.20% |
| Blackrock Inc.BLK | 0.19% | 2.74% | 0.19% |
| Capital One FINACOF | 0.18% | 2.71% | 0.18% |
| Altria Group Inc.MO | 0.18% | 3.86% | 0.18% |
| Bristol-MYER SQBBMY | 0.17% | 2.29% | 0.17% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: XSPI, SEC Form N-PORT, June 30, 2026; GEND, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XSPI | GEND |
|---|---|---|
| Morgan Stanley | $56 | $32K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: XSPI institutional holders, GEND institutional holders.
Frequently asked questions
How much do XSPI and GEND overlap?
8.1% by weight, with 30 holdings in common, using holdings for XSPI as of June 30, 2026 and GEND as of July 31, 2026. The largest shared position is JPM.
Do institutions hold both XSPI and GEND?
1 Form 13F filers report positions in both, out of 9 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.